Field Visit Management

OVERVIEW

Managing field employees and their tasks have always been a challenge for any organization. The reporting authority at the office has to assign the tasks to their field employees and track their status. Tasks such as cold calls, support calls, meetings, etc. carried on field visits are required to be scheduled and accomplished on time. Furthermore, status of the tasks needs to be updated as well. Any deviation in the accomplishment must be highlighted to the concern person.

COSEC Field Visit Management is a convenient tool to manage field employees from a centralized location. The software provides live tracking of field employee schedules via reports with real-time notifications on exceptions. Admin may set day-to-day work schedules and track the movement of field employees.

PROCESS

KEY FEATURES

Create Employee Task

Create Task and Schedule it

Details of Tasks with Respective Locations and Time duration

Task Details

Task Name specifies Name of the Task

Task Description contains Scheduled activities

Shift/Day and Schedule Time

User-wise Working Shift

Calculate Day-wise Schedule based on Shifts, Number of Employees and Wage Levels

Field Visit Summary

Shows Schedules Assigned to Employees

Status Summary of Assigned Schedules

Field Visit Correction

User can Edit Field Visits

User can Authorize Field Visit Correction

Mobile as a Credential

Mark Attendance using a Smart Phone

Attendance Policy

Policies such as Maximum Number of Punches Allowed, Late-In/Out and Early-In/Out